Financial Advisor Associate

Full Job Description

• In 2007, four different, but complementary, professionals gathered to discuss a shared vision—assemble talented thought leaders to establish a financial institution that could breathe new life into business banking and wealth management.
• They founded Parkside Financial Bank & Trust: an independent financial institution with an integrated way of conducting business, designed specifically to serve the needs of discerning families and privately held businesses.
• Parkside offers a uniquely fresh perspective on banking, commercial lending, trust, and family office services.
• Our interactive partnership between our clients and our team drives success, builds legacies, and transforms businesses.

Responsibilities:

• Work with a senior advisor on an existing team to develop new relationships, expand existing relationships, and retain current clientele
• Collaborate with team members to ensure the highest level of service for all clients
• Provide comprehensive wealth advisory services to a diverse clientele where Parkside is engaged as an advisor, trustee, or both at the same time
• Collaborate with in-house specialists experienced in estate planning, retirement planning, tax, and insurance to achieve client goals
• Evaluate financial portfolios, goals, objectives, and cash-flow needs, and mitigate risk for a tailored approach
• Prepare and deliver comprehensive aggregated account information encompassing all client assets
• Collaborate with analysts to prepare and present detailed client reviews
• Conduct client reviews and manage resulting action items promptly
• Use internal tools and work closely with the client’s other advisors to mitigate income and estate taxes
• Ability to analyze a balance sheet to identify risks and opportunities
• Regularly and systematically review client estate plan documents to ensure efficient transfer of wealth
• Other projects as assigned by the advisor

Qualifications:

• Minimum of 5 years working experience in wealth management with 3 years of direct client advisory experience
• Bachelor’s degree required – accounting, economics, finance or business preferred
• Certification such as CFP®, CFA®, CPA, or similar
• Experience growing and establishing client relationships and assets
• Advanced Excel and writing skills
• Detail-oriented and highly organized
• Able to multi-task and prioritize to meet deadlines
• Able to work as an integral part of a team
• High professional standards and sound judgment
• Able to focus on key priorities and thrive in a complex and ever-changing environment
• Strong work ethic
• Stable under pressure or stress
• Willingness to learn and contribute to the company’s financial growth and profitability

Pay: $98.6K – $125K a year